TSA Wealth Management
CORO icon

TSA Wealth Management’s iShares International Country Rotation Active ETF CORO Stock Holding History

TSA Wealth Management’s Portfolio CORO Stock Details CORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.8M Sell
490,188
-4,883
-1% -$178K 5% 4
2026
Q2 		$18.1M Buy
495,071
+30,106
+6% +$1.06M 5.12% 4
2026
Q1 		$15M Buy
+464,965
New +$15.3M 4.83% 4

Other funds holding CORO

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

TSA Wealth Management's CORO Position: Q3 2026 in Review

TSA Wealth Management reduced its iShares International Country Rotation Active ETF (CORO) stake by 0.99% in Q3 2026, selling an estimated $178K and leaving 490,188 shares worth $17.8M. The position accounts for 5% of the portfolio, ranked #4.

TSA Wealth Management first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. The position peaked at $18.1M in Q2 2026. 156 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • TSA Wealth Management held 490,188 shares of iShares International Country Rotation Active ETF worth $17.8M as of Q3 2026.
  • TSA Wealth Management sold 4,883 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $178K.
  • iShares International Country Rotation Active ETF made up 5% of TSA Wealth Management's portfolio in Q3 2026, its #4 holding.
  • TSA Wealth Management first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
  • TSA Wealth Management's iShares International Country Rotation Active ETF position peaked at $18.1M in Q2 2026.
  • 156 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.